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Mortgage CRM

Mortgage CRM Comparison Part 4 – UI, Reporting & Support

Velocify - Jungo - Infusionsoft - Vantage productions

In the previous three parts of the post on Mortgage CRM Comparison, we have looked into comparison of mortgage marketing automation, comparison of mortgage sales automation features and comparison of CRM – LOS integration capabilities and marketing compliance of Velocify, Jungo Salesforce Mortgage App, Infusionsoft and Vantage Productions. This post takes a detailed look into the Loan origination system integration & Compliance to advertising and reaching out to contact features of these four Mortgage CRMs.

Features


Mortgage CRM

Prioritized tasks


Workflow

Dashboard

Mobile first strategy

Analytics & Reporting

Corporate insights

Analytics

Custom reports

Tech support

Installation & Settings

Administration

Business rules

Data Security

Administration

Ongoing Support

(Custom Pricing)

Priority queues: Intelligent Sales Workflow: show Loan Officers the most important actions that can be taken, categorized by new opportunities, borrowers who interact with loan presentations, current clients who are about to see changes in their interest rate, referral partners who need follow up

Intelligent sales workflow presents prioritized tasks and lifecycle reminders.

Offers visibility into top activities, lead source performance, borrowers’ interaction with loan presentations, email performance, and interest rate trends, Loan Officers can quickly make better decisions about where to focus their efforts.

Mobile supported -

visibility into top activities, lead source performance, borrowers’ interaction with loan presentations, email performance, and interest rate trends, Loan Officers can quickly make better decisions about where to focus their efforts.


Provides corporate insights into key performance and productivity metrics based on loan officer, branch, lead source and other factors—plus it preserves a historical record of communications for compliance purposes.

Track all activities, from referral to close, and beyond, with a centralized report hub, giving you the ability to optimize your sales process and make data driven decisions.

Custom reports can be created with options.

SaaS - Cloud based

Admins have total control over the system settings, Access, edit or delete all distribution programs, users, groups, campaigns, lead prioritizations settings, emails and other system settings. Set up new lead sources, view all reports, reset/change passwords, assign leads in the system.

Business rules are available to admin to manage different features such as lead prioritization

Admins have total control over the system settings, Access, edit or delete all distribution programs, users, groups, campaigns, lead prioritizations settings, emails and other system settings. Set up new lead sources, view all reports, reset/change passwords, assign leads in the system.

SSAE16 certified and GLBA and HIPAA compliant data centers Microsoft Gold Certified Partner and HP SP Signature Certified

Imhelp.velocify. Velocify Support Portal. Velocify Client Services · Videos · Frequently Asked Questions · Help Articles Best Practices · Training Resources ·

(Custom Pricing)

Manage teams, view reports and receive quick “snapshots” for each division in your organization with Salesforce’s intuitive dashboard.

Team Management and Multi-Level Visibility: Jungo’s user-focused hierarchy allows you to assign and track tasks, manage calendars, set permissions, automate workflows – and amplify your production.

Organize your Day: Schedule meetings, create workflows, assign tasks, automate your business process and manage your time all in one place. Document Accessibility and Consolidation: Upload, consolidate and easily access all client documents, from financial history to loan agreements.

Utilize Jungo Apps for Salesforce from your computer, tablet or smartphone 24 hours a day, seven days a week with secure, cloud-based access.

Administration and Custom Reports: Measure your metrics with dashboards and detailed reports for LOs, Branch Managers and upper management. Track expenses and maintain an all-inclusive view of your business. Revenue Impact Reports are also available.

Target your strongest leads for follow-up, gauge your marketing efforts and prioritize your efforts with The Mortgage App's 360-degree marketing analytics.

Manage teams, view reports and receive quick “snapshots” for each division in your organization with Salesforce’s intuitive dashboard.

Hybrid Customization: Jungo combines pre-built functionality with a nimble development process to create hybrid, fast to market Salesforce implementation solutions that save time and money.

Jungo’s user-focused hierarchy allows you to assign and track tasks, manage calendars, set permissions, automate workflows – and amplify your production. Manage teams, view reports and receive quick “snapshots” for each division in your organization with Salesforce’s intuitive dashboard.

Stay on track and move efficiently through the loan process with Jungo’s loan checklist workflow automation.

Jungo’s user-focused hierarchy allows you to assign and track tasks, manage calendars, set permissions, automate workflows – and amplify your production. Manage teams, view reports and receive quick “snapshots” for each division in your organization with Salesforce’s intuitive dashboard.

Secure, cloud-based access.

Team provides both classroom and webinar user training for an ongoing period to ensure full adoption

(From $1399)

With Infusionsoft customer tracking software, you'll know key details about every customer—right down to their last purchase or conversation with you—and impress them with incredible customer service and personalized messages.

Total control on sales process with integrated automation, easy updates and insights anytime.

Upload, store, and manage detailed individual records that include: Contact information Orders and account balance Lead source and lead score Task and appointment history Website activity history Interactions with your brand

Infusionsoft Mobile: Upload, access, and edit contact information/ Add tags to trigger/ automated follow-up and campaigns/Communicate with customers/View, create, and complete tasks

Find confidence in accurate forecasts, knowing exactly which prospect needs what, and sales cycle trends that show you what works and what doesn't. Tools like Missed Revenue Calculator/ Free Assessment / Marketing Automation Experience/ Revenue Action Plan are available.

View reports with revenue broken down by product, lead source, and dozens of other metrics /Train new sales team members with a scalable system already in place

View reports with revenue broken down by dozens of other metrics

Easy to install, get started and get trained when compared, get started by importing your contact details via excel or text.

simplifies and speeds up data management, so you start enjoying the benefits faster: Add contacts on-the-go from your mobile device/ Get help importing data into the platform Update, edit, export, or trigger automation in batches/ Automatically check for duplicate records

Adjust the settings any time, so it's totally customized to your business

Simplifies and speeds up data management, so you start enjoying the benefits faster: Add contacts on-the-go from your mobile device/ Get help importing data into the platform Update, edit, export, or trigger automation in batches/ Automatically check for duplicate records

U.S - EU Safe Harbour Framework and U.S - Swiss Safe Harbour Framework/ EU-U.S. Privacy Shield Framework.

Well supported based on reviews.

(Custom Pricing)

Fast - The entire platform is just one click away Simple - Designed around core schedules, leads and tasks Focused - Developed for your MLOs to prioritize their days in real time

Start working immediately with pre-configured workflows using the industry's finest practices that have been proven to be the best of the best - Access a single database of leads, contacts, borrowers, partners and loan info in real time to drive sales and marketing activities

Pushing info on what's most important today so that they can take advantage of all possible opportunities, including widgets for their schedule, new leads, tasks and conversion rates Delivering past data they need to prioritize their days, with widgets for their closed loan rates, top referral sources and total goal vs. actual production Supplying the data they need to succeed in the future, with widgets for their loan statuses, company news, lead and prospect statuses, and marketing campaigns

Add new leads. View new leads. Search for a lead and view full records. Create activity notes. View past loan transactions of prior clients. Create appointments. Send email templates. Change a lead disposition. Launch directly into the sales module from a lead record.

Driving business intelligence across complete CRM operations Supplying the data with widgets for loan statuses, company news, lead and prospect statuses, and marketing campaigns

Pushing info on what's most important oday/ Delivering past data they need to prioritize their days most efficiently/ Supplying the data they need to succeed in the future

N/A

SaaS solution

Team is working to their highest level of efficiency with this centralized, unified database that combines three core components for highly-effective lead distribution: lead, contact and referral partner management.

Provide cutting-edge service with pre-set loan status communication and marketing campaigns triggered by business rules you establish. Define and automate business rules for product and pricing presentations

Team is working to their highest level of efficiency with this centralized, unified database that combines three core components for highly-effective lead distribution: lead, contact and referral partner management.

No info

No info

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Looking for more information on mortgage CRM or need help choosing the right mortgage CRM for your organization, leave us a message.

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Here are the previous posts in the Mortgage CRM comparison series;
View part 1 of the Mortgage CRM comparison – Mortgage CRM Comparison Part 1 – Mortgage Marketing Automation

View part 2 of the Mortgage CRM Comparison – Mortgage CRM Comparison Part 2 – Sales Automation Feature

View part 3 of the Mortgage CRM Comparison – Mortgage CRM Comparison Part 3 – LOS Integration & Compliance

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